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Canadian Pacific Kansas City
CP

Name Holding Trade Value Shares
Change 		Change in
Stake
M
726
Mirova
France
$221K -$58.7K -740 -20%
EWA
727
EP Wealth Advisors
California
$220K +$235K +2,959 New
NGA
728
Naples Global Advisors
Florida
$218K – – –
JWM
729
Jackson Wealth Management
Florida
$217K -$303K -3,815 -57%
TCOV
730
Trust Company of Vermont
Vermont
$216K – – –
GRP
731
Global Retirement Partners
California
$216K +$555 +7 +0.2%
JGIA
732
Jackson Grant Investment Advisers
Connecticut
$215K – – –
BI
733
Berkeley Inc
Idaho
$215K – – –
VC
734
Veracity Capital
Georgia
$215K +$229K +2,884 New
SW
735
SMART Wealth
Nebraska
$215K – – –
WAM
736
Westport Asset Management
Connecticut
$215K – – –
IA
737
Insight Advisors
Pennsylvania
$214K – – –
WC
738
Wexford Capital
Florida
$213K +$227K +2,866 New
MWM
739
Mattern Wealth Management
Kansas
$210K – – –
SA
740
Sunesis Advisors
Kansas
$206K +$220K +2,770 New
CBFP
741
Cedar Brook Financial Partners
Ohio
$206K +$219K +2,762 New
1WA
742
180 Wealth Advisors
Washington
$204K +$21.7K +273 +11%
FWP
743
FAS Wealth Partners
Kansas
$204K +$3.65K +46 +2%
AA
744
Ancora Advisors
Ohio
$201K -$18.7K -236 -8%
HC
745
Henshaw Capital
Massachusetts
$201K – – –
CA
746
Clearstead Advisors
Ohio
$198K +$3.89K +49 +2%
HWA
747
Heritage Wealth Advisors
Virginia
$195K -$13.9K -175 -6%
CTB
748
Country Trust Bank
Illinois
$194K – – –
AAP
749
Arax Advisory Partners
Colorado
$185K +$33.2K +418 +20%
BF
750
BOK Financial
Oklahoma
$181K -$224K -2,825 -53%
28 29
30
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